Sanmina Corp
SANM- 交易所
- Nasdaq
- 產業
- Printed Circuit Boards
- SEC CIK
- 0000897723
近 90 天，Sanmina Corp 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 573 家機構在 13F 申報持有，市值合計 $126.9 億；大師中只有Maverick 資本持有。
2023 年第 4 季 13F 持有人
Sanmina Corp 在 2023/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 299
- 較 2023 年第 3 季 −7 家
- 持有股數
- 5,266 萬
- 較 2023 年第 3 季 +5.45 萬 (+0.1%)
- 總市值
- $27.1 億
- 較 2023 年第 3 季 −$1.51 億 (−5.3%)
- 新進機構
- 32
- 另有 102 家加碼
- 清倉機構
- 39
- 另有 127 家減碼
另有 4 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 SANM 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 573 | $126.9 億 |
| 2026 年第 1 季 | 460 | $68.9 億 |
| 2025 年第 4 季 | 451 | $82.1 億 |
| 2025 年第 3 季 | 384 | $61.7 億 |
| 2025 年第 2 季 | 356 | $51.9 億 |
| 2025 年第 1 季 | 326 | $39.4 億 |
| 2024 年第 4 季 | 313 | $40.2 億 |
| 2024 年第 3 季 | 312 | $36.0 億 |
| 2024 年第 2 季 | 285 | $34.9 億 |
| 2024 年第 1 季 | 315 | $32.6 億 |
| 2023 年第 4 季 | 299 | $27.1 億 |
| 2023 年第 3 季 | 310 | $28.6 億 |
| 2023 年第 2 季 | 317 | $31.9 億 |
| 2023 年第 1 季 | 348 | $32.8 億 |
| 2022 年第 4 季 | 351 | $30.8 億 |
| 2022 年第 3 季 | 289 | $24.7 億 |
| 2022 年第 2 季 | 272 | $22.4 億 |
| 2022 年第 1 季 | 265 | $23.0 億 |
| 2021 年第 4 季 | 258 | $24.3 億 |
| 2021 年第 3 季 | 243 | $23.6 億 |
| 2021 年第 2 季 | 251 | $24.5 億 |
| 2021 年第 1 季 | 252 | $25.8 億 |
2023 年第 4 季持有機構
每家機構持有 Sanmina Corp 的股數、市值與佔組合比重；股數變化跟 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 10,971,171 | $5.64 億 | 0.01% | +449,940+4.3% | 加碼 |
| Vanguard Group Inc | 7,108,722 | $3.65 億 | 0.01% | +130,797+1.9% | 加碼 |
| Dimensional Fund Advisors LP | 4,578,953 | $2.35 億 | 0.07% | −5,106−0.1% | 減碼 |
| State Street Corp | 2,302,925 | $1.18 億 | 0.01% | +110,412+5.0% | 加碼 |
| LSV Asset Management | 1,854,012 | $9,524 萬 | 0.21% | −8,776−0.5% | 減碼 |
| Morgan Stanley | 1,450,770 | $7,453 萬 | 0.01% | +314,941+27.7% | 加碼 |
| Geode Capital Management, LLC | 1,366,005 | $7,018 萬 | 0.01% | +39,242+3.0% | 加碼 |
| Earnest Partners LLC | 1,145,003 | $5,882 萬 | 0.29% | −37,549−3.2% | 減碼 |
| Bank of America Corp | 1,031,266 | $5,298 萬 | 0.01% | −90,845−8.1% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 1,013,048 | $5,204 萬 | 0.26% | −838,016−45.3% | 減碼 |
| Nuveen Asset Management, LLC | 874,675 | $4,493 萬 | 0.01% | −1,000−0.1% | 減碼 |
| Northern Trust Corp | 820,590 | $4,215 萬 | 0.01% | −3,032−0.4% | 減碼 |
| American Century Companies Inc | 758,259 | $3,895 萬 | 0.03% | −57,597−7.1% | 減碼 |
| Global Alpha Capital Management Ltd. | 677,891 | $3,482 萬 | 2.80% | +145,780+27.4% | 加碼 |
| Invesco Ltd. | 677,565 | $3,481 萬 | 0.01% | +101,676+17.7% | 加碼 |
| D. E. Shaw & Co., Inc. | 625,135 | $3,211 萬 | 0.05% | +294,414+89.0% | 加碼 |
| Charles Schwab Investment Management Inc | 583,257 | $2,996 萬 | 0.01% | +13,120+2.3% | 加碼 |
| Bank of New York Mellon Corp | 559,966 | $2,877 萬 | 0.01% | +5,471+1.0% | 加碼 |
| Diamond Hill Capital Management Inc | 549,692 | $2,824 萬 | 0.12% | −115,792−17.4% | 減碼 |
| Assenagon Asset Management S.A. | 542,386 | $2,786 萬 | 0.09% | +55,605+11.4% | 加碼 |
| Goldman Sachs Group Inc | 534,503 | $2,746 萬 | 0.01% | −193,969−26.6% | 減碼 |
| Victory Capital Management Inc | 514,594 | $2,643 萬 | 0.03% | −21,912−4.1% | 減碼 |
| Millennium Management LLC | 506,357 | $2,601 萬 | 0.02% | +113,918+29.0% | 加碼 |
| FMR LLC | 466,289 | $2,395 萬 | 0.00% | −23,019−4.7% | 減碼 |
| Norges Bank | 425,068 | $2,184 萬 | 0.00% | +20,121+5.0% | 加碼 |
| New York State Common Retirement Fund | 367,219 | $1,886 萬 | 0.03% | −402−0.1% | 減碼 |
| Allianz Asset Management GmbH | 364,533 | $1,873 萬 | 0.03% | +4,767+1.3% | 加碼 |
| Voloridge Investment Management, LLC | 355,145 | $1,824 萬 | 0.07% | +168,493+90.3% | 加碼 |
| Principal Financial Group Inc | 316,880 | $1,628 萬 | 0.01% | −5,648−1.8% | 減碼 |
| Wells Fargo & Company | 308,376 | $1,584 萬 | 0.00% | −23,498−7.1% | 減碼 |
| Deutsche Bank AG | 277,669 | $1,426 萬 | 0.01% | +189,502+214.9% | 加碼 |
| Empower Advisory Group, LLC | 261,329 | $1,342 萬 | 0.05% | +5,143+2.0% | 加碼 |
| SEI Investments Co | 242,534 | $1,246 萬 | 0.02% | −14,183−5.5% | 減碼 |
| First Eagle Investment Management, LLC | 242,074 | $1,244 萬 | 0.03% | +55,215+29.5% | 加碼 |
| Invenomic Capital Management LP | 236,984 | $1,217 萬 | 0.65% | +236,984 | 新進 |
| Hotchkis & Wiley Capital Management LLC | 223,136 | $1,146 萬 | 0.04% | +24,000+12.1% | 加碼 |
| Panagora Asset Management Inc | 219,150 | $1,126 萬 | 0.06% | −3,137−1.4% | 減碼 |
| Ameriprise Financial Inc | 210,796 | $1,083 萬 | 0.00% | −5,774−2.7% | 減碼 |
| Royce & Associates LP | 198,450 | $1,019 萬 | 0.09% | +1,821+0.9% | 加碼 |
| Envestnet Asset Management Inc | 195,614 | $1,005 萬 | 0.00% | −19,238−9.0% | 減碼 |
| Rhumbline Advisers | 190,769 | $980.0 萬 | 0.01% | +1,624+0.9% | 加碼 |
| Two Sigma Advisers, LP | 176,200 | $905.1 萬 | 0.02% | +144,000+447.2% | 加碼 |
| Legal & General Group Plc | 162,007 | $832.2 萬 | 0.00% | −2,142−1.3% | 減碼 |
| Bridgewater Associates, LP | 159,544 | $819.6 萬 | 0.05% | +1,832+1.2% | 加碼 |
| Alliancebernstein L.P. | 150,548 | $773.4 萬 | 0.00% | +801+0.5% | 加碼 |
| Qube Research & Technologies Ltd | 147,091 | $755.6 萬 | 0.02% | +75,797+106.3% | 加碼 |
| Robeco Institutional Asset Management B.V. | 141,409 | $726.4 萬 | 0.02% | −316,275−69.1% | 減碼 |
| JPMorgan Chase & Co | 134,793 | $692.4 萬 | 0.00% | +7,527+5.9% | 加碼 |
| Foundry Partners, LLC | 129,208 | $663.7 萬 | 0.40% | −643−0.5% | 減碼 |
| Two Sigma Investments, LP | 127,333 | $654.1 萬 | 0.02% | +72,552+132.4% | 加碼 |
| AQR Capital Management LLC | 127,326 | $654.1 萬 | 0.01% | −41,701−24.7% | 減碼 |
| UBS Group AG | 124,069 | $637.3 萬 | 0.00% | −20,325−14.1% | 減碼 |
| Public Sector Pension Investment Board | 118,756 | $610.0 萬 | 0.05% | +48,024+67.9% | 加碼 |
| Wedge Capital Management L L P | 115,653 | $594.1 萬 | 0.11% | +38,286+49.5% | 加碼 |
| Swiss National Bank | 112,700 | $578.9 萬 | 0.00% | −15,100−11.8% | 減碼 |
| Algert Global LLC | 111,960 | $575.1 萬 | 0.23% | −2,560−2.2% | 減碼 |
| Prudential Financial Inc | 108,783 | $558.8 萬 | 0.01% | −120,812−52.6% | 減碼 |
| State of Alaska, Department of Revenue | 108,621 | $557.9 萬 | 0.07% | −424−0.4% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 108,562 | $557.7 萬 | 0.03% | +27,867+34.5% | 加碼 |
| Barclays PLC | 98,728 | $507.2 萬 | 0.00% | +53,688+119.2% | 加碼 |
| Engineers Gate Manager LP | 91,179 | $468.4 萬 | 0.13% | +76,995+542.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 88,207 | $453.1 萬 | 0.01% | +38,047+75.9% | 加碼 |
| First Trust Advisors LP | 82,663 | $424.6 萬 | 0.00% | +3,891+4.9% | 加碼 |
| Janus Henderson Group PLC | 81,812 | $420.2 萬 | 0.00% | +56,122+218.5% | 加碼 |
| CWA Asset Management Group, LLC | 80,586 | $414.0 萬 | 0.28% | +80,586 | 新進 |
| Great Lakes Advisors, LLC | 80,471 | $413.4 萬 | 0.04% | −34,956−30.3% | 減碼 |
| AXA S.A. | 80,300 | $412.5 萬 | 0.01% | +1,900+2.4% | 加碼 |
| Comerica Bank | 77,631 | $398.8 萬 | 0.02% | +17,103+28.3% | 加碼 |
| Twinbeech Capital LP | 75,754 | $389.1 萬 | 0.06% | +75,754 | 新進 |
| Nicola Wealth Management Ltd. | 54,100 | $367.6 萬 | 0.39% | +15,000+38.4% | 加碼 |
| Illinois Municipal Retirement Fund | 69,656 | $357.8 萬 | 0.06% | −15,372−18.1% | 減碼 |
| Assetmark, Inc | 64,000 | $328.8 萬 | 0.01% | +4,891+8.3% | 加碼 |
| UBS Asset Management Americas Inc | 63,974 | $328.6 萬 | 0.00% | −221−0.3% | 減碼 |
| California State Teachers Retirement System | 61,210 | $314.4 萬 | 0.00% | −3,934−6.0% | 減碼 |
| Cubist Systematic Strategies, LLC | 59,972 | $308.1 萬 | 0.04% | −48,372−44.6% | 減碼 |
| Frontier Capital Management Co LLC | 59,315 | $304.7 萬 | 0.03% | +59,315 | 新進 |
| PDT Partners, LLC | 58,590 | $301.0 萬 | 0.33% | +7,667+15.1% | 加碼 |
| Renaissance Technologies LLC | 57,633 | $296.1 萬 | 0.00% | −54,200−48.5% | 減碼 |
| Allspring Global Investments Holdings, LLC | 57,161 | $293.6 萬 | 0.00% | −46,719−45.0% | 減碼 |
| Citigroup Inc | 56,545 | $290.5 萬 | 0.00% | +12,212+27.5% | 加碼 |
| Credit Suisse AG | 56,145 | $288.4 萬 | 0.00% | −959−1.7% | 減碼 |
| Macquarie Group Ltd | 53,000 | $272.3 萬 | 0.00% | 00.0% | 不變 |
| Healthcare of Ontario Pension Plan Trust Fund | 52,000 | $267.1 萬 | 0.01% | +39,000+300.0% | 加碼 |
| Thrivent Financial for Lutherans | 50,994 | $262.0 萬 | 0.01% | −12,205−19.3% | 減碼 |
| State of New Jersey Common Pension Fund D | 50,413 | $259.0 萬 | 0.01% | +5,243+11.6% | 加碼 |
| Hillsdale Investment Management Inc. | 49,550 | $254.5 萬 | 0.21% | −38,940−44.0% | 減碼 |
| Texas Permanent School Fund | 49,436 | $254.0 萬 | 0.02% | +833+1.7% | 加碼 |
| Great West Life Assurance Co | 49,169 | $252.1 萬 | 0.01% | −17,275−26.0% | 減碼 |
| Jane Street Group, LLC | 45,277 | $232.6 萬 | 0.00% | +29,720+191.0% | 加碼 |
| TD Asset Management Inc | 41,500 | $213.2 萬 | 0.00% | +24,200+139.9% | 加碼 |
| Raymond James & Associates | 39,294 | $201.9 萬 | 0.00% | −10,057−20.4% | 減碼 |
| Quantbot Technologies LP | 38,440 | $197.5 萬 | 0.11% | +21,137+122.2% | 加碼 |
| South Dakota Investment Council | 38,063 | $195.5 萬 | 0.04% | −22,000−36.6% | 減碼 |
| Alberta Investment Management Corp | 37,694 | $193.6 萬 | 0.02% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 37,275 | $191.5 萬 | 0.00% | +921+2.5% | 加碼 |
| New York State Teachers Retirement System | 36,901 | $189.6 萬 | 0.00% | −5,500−13.0% | 減碼 |
| Duality Advisers, LP | 36,116 | $185.5 萬 | 0.20% | +31,717+721.0% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 35,484 | $182.3 萬 | 0.03% | +35,484 | 新進 |
| Empowered Funds, LLC | 33,793 | $173.6 萬 | 0.04% | +212+0.6% | 加碼 |
| Jump Financial, LLC | 33,700 | $173.1 萬 | 0.06% | +13,800+69.3% | 加碼 |